WEALTH MANAGEMENT SERVICES

ICICI Securities Private Wealth Management is a home-grown franchise which was set up in 2010, to cater to the growing segment of HNI and UHNI clients in India. Over the years, we have built experienced relationship teams across major Indian cities. We have over 300 senior private bankers catering to ~35,000 HNI/UHNI families in India. Today, we are one of the prominent Private wealth management firms in the country.

Receive in-depth insight from ICICIdirect on asset allocation, market dynamics, wealth management and investment strategies to pursue your wealth management goals. Benefit from our wide network, resources and execution capabilities to help you identify the right investment opportunity to reach your objectives.

Why Join ICICI Securities Private Wealth Management

Dedicated Relationship Manager, supported by a Senior Service Manager

Experience our award winning digital platform ICICIdirect.com with innovative features and products

Equity broking account with unique benefits like credit of funds within 5 minutes of selling stocks, Margin Funding at 9.49% P.A. to buy stocks and attractive brokerage plans among other features

Access to a dedicated Equity Dealer

Access to our award winning equity research

Exclusive investment solutions including ETF baskets, Direct Mutual Funds, Fixed Income, Curated PMS & AIF, Real Estate, Unlisted Shares and many more

Family office & advisory services

Consolidated Portfolio Analysis – one view of portfolio across brokers at a family level

ESOP Funding at attractive interest rates

One Click Investment Basket carefully curated and research backed that help you power your investments

Overseas trading and offshore products

One of India's top wealth managers, with HNI wealth over 1 trillion assets

Trusted by over 35,000 HNI families with the safety of ICICI Group

Robust risk management framework

Regular portfolio evaluation & monitoring, performance reporting and gap analysis

A wealth customer needs to have a Rs. 1 crore relationship with us across family members within 12 months from signing up.

Open Wealth Account

The Wealth Promise

At the core of our growth, is our commitment to provide unbiased and timely research based advice and also constantly innovate to serve your clients’ needs. Our endeavour is not just to help you manage your wealth, but to build a legacy that would last for generations to come, thereby making us a trusted partner for your needs. Our strong financial parentage, robust team and third party alliances ensure that we walk the extra mile in client engagements.

Our bouquet of financial services, designed to create and deliver value to the complete spectrum of our client’s requirements, spanning Equity Brokerage, Financial Product Distribution, Investment Banking and Private Wealth Management.

Business needs	Value Added Services
Equity solutions – India & Global	Equity Capital	Protection Solutions
Fixed income solutions	Debt Syndication	Mortgages and Loans
Alternate investment solutions	Mergers & Acquisitions	Tax Advisory Services*
Offshore investments	Asset Monetization	Estate Planning*
		Real Estate*

* Through referral arrangement

We engage with our clients through their entire journey with wealth

Wealth Creation
Wealth Preservation
Wealth Transfer

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About our Proposition

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The About Global Investing

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Open Wealth Account

FAQs on ICICI Securities Private Wealth Management

What are the benefits of opening a Private Wealth account?

A wealth customer enjoys many benefits - dedicated senior private banker, bespoke investment solutions and portfolio allocation, family office and advisory services, regular portfolio review and recommendation, overseas trading to name a few.

What is the eligibility to open a Private Wealth account?

A wealth customer needs to have a Rs. 1 crore relationship with us across family members within 12 months from signing up.

How do I open a Private Wealth account?

Open a Private Wealth account in just 10 minutes. Just follow the online account opening link: https://secure.icicidirect.com/accountopening/pwm. Alternatively, you may write to us on helpdesk@icicidirect.com or give us a call on 1860 123 1122 (from 09:00 AM - 06:00 PM, Mon to Fri)

What products can I invest through my private wealth account?

We have products for our clients’ investment needs, business needs and allied needs. Products basket includes
• Equity solutions – India & Global
• Fixed income solutions
• Alternate investment solutions
• Offshore investments
• Protection Solutions
• Mortgages and Loans
• Tax Advisory Services*
• Estate Planning*
• Real Estate*
• Equity Capital
• Debt Syndication
• Mergers & Acquisitions
• Asset Monetization
* Through referral arrangement

How do I setup my Global Investment Account?

Please check our Global Investment proposition through https://www.icicidirect.com/global-investment-services link and follow the account opening process.

All About Private Wealth Management

WEALTH MANAGEMENT SERVICES

Why Join ICICI Securities Private Wealth Management

The Wealth Promise

Investment needs

Business needs

Value Added Services

We engage with our clients through their entire journey with wealth

Articles

Adani Power settles a tad above

Lorem ipsum dolor sit amet, consectetur

Lorem ipsum dolor sit amet

Watch our video to know more

About our Proposition

Online PMS in ICICI direct

The About Global Investing

FAQs on ICICI Securities Private Wealth Management